Zoho CRM: Advanced Administrator Skills

Zoho CRM: Advanced Administrator Skills -
Zoho CRM: Advanced Administrator Skills
  • Zoho CRM: Advanced Administrator Skills

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    1 Dages kursus

    CRM Solutions

    Kommende datoer

    Course Details

    You have set up Zoho CRM and users are currently using it to perform sales in various stages of the sales process of your organization. With changing needs of the users in your organization, you need to manage the organization’s Zoho CRM account and configure it to meet the ever growing needs of these users.
    By completing this course, you will be able to configure Zoho CRM processes, perform security management for various categories of users, enable communication tools, create and manage territories, set up sales forecasts, enable Zoho CRM and third party applications to improve lead generation, and initiate advanced analytics to perform sales performance evaluation of your Zoho CRM sales data.
    Upon successful completion of this course, you will be able to expand and customize a Zoho implementation in a corporate environment.
    You will:
    Customize Zoho CRM to meet the company requirements as it grows.
    Organize communication tools.
    Manage complex territory hierarchies.
    Enhance lead generation with Zoho CRM and third-party application integrations.
    Initiate advanced CRM analytics.

    Lesson 1: Customizing Zoho CRM as Your Company Grows

    • Topic A: Evaluate and Scale Processes
    • Topic B: Create an Approval Process
    • Topic C: Create Advanced Workflows
    • Topic D: Create Custom Modules

    Lesson 2: Organizing Communication Tools

    • Topic A: Connect PhoneBridge
    • Topic B: Associate Company Facebook and Twitter Profiles with Zoho CRM

    Lesson 3: Managing Complex Territory Hierarchies

    • Topic A: Create a Multi-Level Territory Hierarchy
    • Topic B: Perform Territory Assignment
    • Topic C: Enable Territory Potential Rules
    • Topic D: Configure Territory-Based Forecasts

    Lesson 4: Improving Lead Generation With Zoho CRM and Third-Party Application Integrations

    • Topic A: Integrate Zoho SalesIQ with Zoho CRM
    • Topic B: Integrate Google AdWords with Zoho CRM

    Lesson 5: Initiating Advanced CRM Analytics

    • Topic A: Manage Reports in Zoho CRM
    • Topic B: Configure Zoho Reports Integration with Zoho CRM

    Appendix A: Integrating Zoho CRM and Google Apps

    This course is designed to help Zoho system administrators perform advanced customization and system management following the initial implementation of Zoho CRM in an organization.

    To ensure your success in this course, you should have practical experience setting up and managing a Zoho CRM implementation in a corporate environment.
    You can obtain this level of skills and knowledge by taking the following Logical Operations courses, or have equivalent experience:
    Zoho CRM: Critical User Skills (Second Edition)
    Helpful but not required: experience with HTML web development and Google AdWords. You can obtain this level of skills and knowledge by taking the following Logical Operations courses, or have equivalent experience:
    Google AdWords™: Part 1
    Google AdWords™: Part 2
    Google AdWords™: Part 3
    HTML5: Content Authoring Fundamentals
    HTML5: Content Authoring with New and Advanced Features